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Multi-Trust Sync | QuickBooks Online Enhancement

The Quickbooks Online integration is available to subscribers of our Boutique and Elite plans.

The Boutique and Elite plans are only available to Clio customers in North America.

For EMEA and UK customers, you can check your QuickBooks Online integration eligibility on our pricing page.

You can upgrade to the Boutique or Elite plan in the app, or if you’re interested in seeing how this feature can work for your law firm feel free to contact us by email or give us a call at 1-888-858-2546 (choose option #1).

For EMEA and UK customers looking to upgrade their plan please call +44-800-433-2546. 

You will need at minimum the QuickBooks Online 'Essentials' plan to integrate with Clio Manage.

We’ve enhanced our existing Quickbooks Online integration to allow you to sync up to 15 (inclusive) trust accounts from Clio with QuickBooks Online.

Automatically syncing your trust accounts between Clio and QuickBooks online saves you time by removing unnecessary data entry while reducing costly accounting errors.


Will I need a QuickBooks Online account?

Yes. you will need at minimum the QuickBooks Online ‘Essentials’ plan and enable the “Trust Sync” in Clio Manage.


How does the Multi-Trust sync with QuickBooks Online work?

The trust sync with multiple trust accounts functions in the same way as syncing a single trust account.

  1. From the QuickBooks Online sync settings, the administrator of your law firm can now choose to connect more than one trust account to QuickBooks Online.
    MT-Sync1.png
  2. To connect a second trust account from Clio to QuickBooks Online, your administrator will need to define the same account mapping as with a single trust account sync. Here are the steps to get you started:
    A) Select the trust account from Clio that the you would like to connect with QuickBooks Online, then
    B) Select the corresponding bank account from the QuickBooks Online, then
    C) Select the corresponding trust liability ledger from QuickBooks Online,
    D) Define the starting date of when Clio should sync the trust transaction over to QuickBooks Online. (Clio will not sync transactions dated before this date to QuickBooks Online.)

    MT-Sync2.png

  3. Once you have entered all the required fields, click on the ‘Save Sync Settings’ button to save the account mapping. Clio will then sync all transactions dated on or after the starting date from the selected trust account in Clio to the connected QuickBooks Online account.


How many trust accounts can I sync with QuickBooks Online?

You can sync up to 15 (inclusive) trust accounts with QuickBooks Online.


Can I connect multiple trust accounts from Clio to a single bank account in QBO?

No, a trust bank account in Clio connects only one trust bank account in QuickBooks Online. This is because the trust bank account in Clio and QuickBooks Online represent a physical trust account your law firm holds at a financial institution.

For example, if you have the two following trust accounts set up in Clio and QuickBooks Online, you should map them respectively to one another:

Clio Manage QuickBooks Online
Clio - IOLTA Account 1234 QBO - IOLTA Account 1234
Clio - Trust Account 5678 QBO - Trust Account 5678

 

Can I connect multiple trust accounts from QuickBooks Online to a single bank account in Clio?

No. For the same reason above, a trust bank account in QuickBooks Online can connect to only one trust bank account in Clio.


Can I connect multiple trust accounts from Clio to a single trust liability ledger in QuickBooks Online?

Yes, you can connect a trust account from Clio to any trust liability ledger in QuickBooks Online, including connecting multiple trust accounts to the same trust liability ledger.

 

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